6 things to look for in a technology partner

CPAs and Social Media

Agenda

• Introduction• CPAs and Social Media (First Half)• Six Things To Look For In a Tech Partner• CPAs and Social Media (Second Half)• Question and Answer• Next Webinar Announcement• Wrap Up

Introduction

• Philip D. Massey, CPA– President of Massey Consulting, Inc.– Certified Public Accountant– Certified Accounting Software Sales & Service

• Dawn Westerberg– Founder of Dawn Westerberg Consulting LLC– Certified Duct Tape Marketing Consultant

Massey Consulting• Intacct– Certified Sales and Implementation – Among First Partners – Two years– Numerous Implementation

• Dynamics GP (Great Plains)– Certified Sales and Implementation– Partners For 10+ Years– Hundreds of Implementations

• Other Products– Google Apps, Scribe Software, Office365

Dawn Westerberg Consulting LLC

• Certified and Proven• Social Media Experts• Industry Leaders• Industry Veterans• Previous CPA Conferences

Dawn Westerberg Consulting LLC

The moment you’ve all been waiting for….

CPAs and Social Media

Make Your Beans Count!

Six Things To Look For In A

Technology Partner

You have worked very hard to build your business. You don’t want to lose it through a bad

partnership – or NO partnership.

1 - Integrity

Ethics classes CPE requirements

You already face rigid standards for your business life. Find a partner that faces those same standards.

2 – Shared Philosophy

Your customers come first. Your team members are your biggest asset.

Your business partners should have the same internal and external philosophy.

3 - Stability

Your partner needs to be a stable organization. You need a company with a history of proven success. You need someone who has been “around the block a few times”.

4 - Experts

• Certified• Recognized• Awarded

5 - Focused

• All we do is accounting applications

• Years of experience on the same two solutions

6 - Presence

• Local presence with international reach

• Canada, USA, Australia• 80% of business is

within 2 hours of RDU• Hands-on approach to

all implementations and support

Who Is Massey Consulting?

• Accountants and CPAs• Controllers, Finance

Managers• Founded in 2002• Top 300 Small Business

of Year in Southeast• Intacct, Microsoft and

Dynamics GP Certified

Intacct & Dynamics GP

• Endorsed by AICPA• Endorsed by Intuit• 200% year over year

growth in customers• Largest ISV developer

base of any products• Cloud based or on-

premise

Dawn Westerberg Consulting LLC

We return you to your regularly schedule program….

CPAs and Social Media

Question and Answer

Next Webinar

Five Ways To Get More Likes On Facebook

Randy Vaughn of Marketing TwinsJanuary 24, 2013

2:00 pm to 4:00 pm ET

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Google+:pmassey@masseyconsulting.net

Contact Us!

• 919-875-9635

• 877-875-9635

• www.masseyconsulting.net

• info@masseyconsulting.net